Bite Size Briefing - Helping Your Mobile Executives Navigate Global Wealth Management

From: Feb 26, 2025 @ 9:00 AM
To: Feb 26, 2025 @ 10:00 AM

Location: Online

Bite Size Briefing - Helping Your Mobile Executives Navigate Global Wealth Management

This session explores key strategies for navigating cross-border financial planning, ensuring compliance with multi-jurisdictional tax requirements, and maintaining efficient wealth management practices. We’ll highlight practical examples of how planning ahead can make a significant difference, and provide insights into how you can better support your globally mobile executives facing these challenges.

The local time of the event is 09:00 - 10:00 GMT

Why you should attend

Supporting globally mobile executives involves navigating an array of complexities, and financial planning is no exception. For those with ties to the US, cross-border wealth management presents unique challenges that could impact their compliance, tax obligations, and long-term financial goals.

This session will equip you with insights into the key financial considerations for US-connected expatriates, helping you to better support your executive population. Gain practical knowledge on multi-jurisdictional tax requirements, learn about the critical value of pre-assignment planning, and discover how these strategies align with your organisation’s mobility objectives.

Who should attend

EA Members & In-house Global Mobility Professionals

If you are not an Expat Academy member and would like to find out more please contact Tony Miller

What will be covered
  • Key financial challenges and opportunities for executives with US connections on international assignments.
  • Insights into global taxation, including income, capital gains, estate tax, and reporting requirements.
  • Strategies for designing and maintaining a tax-efficient, compliant global financial plan.
  • Real-world case studies highlighting the impact of pre-assignment planning versus reactive solutions.
  • Practical guidance on how to support globally mobile executives with wealth management considerations.

Agenda

Day 1

Helping Your Mobile Executives Navigate Global Wealth Management
09:00 - 10:00

  1. Who We Can Help
  2. Useful Information
    1. Global Taxation
    2. Income
    3. Capital Gains
    4. Estate Tax and IHT
    5. Reporting Requirements
    6. Trusts
    7. House Sales
    8. Tax Wrappers
  3. How We Can Help (design, implementation and maintenance)
    1. One Global Financial Plan
    2. Investment Management
    3. Tax Reporting
  4. Two Case Studies
    1. One who planned before the move
    2. One that didn’t
  5. Q&A

Sponsors

Testimonials